 A Message From Chaikin Analytics Dear Reader, Marc Chaikin just issued a shocking new prediction about AI. And we encourage anyone with money in the markets to pay very close attention. Why? Chaikin is one of Wall Street's most respected investment minds. His former clients have included billionaires like Steve Cohen, owner of the New York Mets... D.E. Shaw, founder of one of the world's leading money-management firms... And George Soros, founder of the Quantum Fund with Jim Rogers... He pioneered computerized trading on Wall Street. His Chaikin Money Flow indicator is built into every Bloomberg trading terminal on Earth. He used his 20-factor Power Gauge system to predict:
- The Covid Crash of 2020
- The Stealth Bear of 2022
- The "Liberation Day" Plunge of 2025
- And countless other events going back 50-plus years
His system flashed bullish on Micron before it soared 970% in one year... Celestica before it soared 6,600%... And Nvidia before it skyrocketed more than 50,000%... But he's calling his new prediction the biggest and most important of his career. According to Chaikin, a $248 trillion "White Swan" event is about to disrupt AI. It involves a radical new breakthrough in AI data centers. This new technology uses 99% less electricity. It uses 99% less water. It uses 99% less space than current data centers. Yet it's more than 1 trillion times more powerful when it comes to generating major scientific breakthroughs. "If our research is correct, This will shorten discovery timelines from years to days or even hours," says the veteran analyst. That means breakthroughs that would take 5 years with current AI tech will come in just 5 days – accelerating timelines by 360-fold. One former IBM executive calls this new tech: "A scientific instrument for the ages. And it could secure America's AI dominance over China for generations. Which is why the White House is spending billions to expedite the launch right now. Even better? The company behind this breakthrough recently flashed "bullish" in Chaikin's system. Now he says it could be the best AI investment for at least the next 5 years. Chaikin reveals all the details for free here, in his brand-new presentation. He even reveals the name and ticker of the company behind the coming breakthrough about halfway through the video. But fair warning: This is very timely information. Chaikin says he reserves the right to take it offline at any moment. So don't wait. Click the link above to check it out while you still can. Sincerely, Vic Lederman
Publisher, Chaikin Analytics P.S. We recommend checking out Marc's presentation right now. Drop whatever you're doing. When this company's new AI tech launches, his research shows it'll render all current AI tech virtually obsolete – instantly. How? By accelerating AI breakthrough times 360X. (Breakthroughs that were supposed to come in 5 years could come in 5 days.) The time to invest is now, he says. And he reveals the full story – and stock ticker – here, for free. Don't delay. This launch will happen before the end of this year.
Exclusive Story
Remitly’s September Pullback Tests a Still-Strong Growth StorySubmitted by Peter Frank. Publication Date: 10/2/2026. 
Key Points
- Remitly aims to become a broader financial platform for immigrants, launching new partnerships with Etsy and D360 Bank even as its stock pulled back sharply in September.
- The company's 2026 revenue outlook rose to as much as $1.988 billion, supported by a shift toward digital remittances that a new cash-transfer tax is accelerating.
- Analysts remain largely bullish with a $27.78 consensus price target, though management warns of fraud-related losses, heavier marketing costs and thinner third-quarter margins ahead.
- Special Report: Elon just asked for 1,000,000 satellites
Remitly Global (NASDAQ: RELY) started with a simple idea: make it cheaper and faster for immigrants to send money home. A decade later, that idea has grown into a company that moves enormous sums for its customers, and analysts rate the stock a Buy. Remitly is now trying to become something bigger: the financial home for people who live across borders. Wall Street embraced that story for most of the summer. Then September arrived, and the stock gave back a significant portion of its gains.
But the company is no longer a money-losing startup. It is a fast-growing fintech that generates real cash. Still, its customers' fortunes are tied to immigration and trade policy, competition is intense, and profits are unlikely to rise in a straight line. For investors, the question is whether the recent pullback is a chance to buy or a warning that the easy rally is over. New Partnerships Come With Near-Term HeadwindsThe past month has been busy. On Sept. 9, Remitly announced a partnership with Etsy (NYSE: ETSY) that lets new sellers in 15 countries get paid through Remitly's network. That same day, however, management spoke at a Goldman Sachs conference and flagged temporary headwinds, including volatility in transaction losses from fraud and chargebacks, as well as increased marketing spending in the second half of the year. The company also continued to launch products, including a partnership with D360 Bank in Saudi Arabia and a "Send with Text" feature that lets customers send money via text. Revenue Growth Is Now Producing Real CashAll of this came about a month after Remitly's second-quarter report, which was its best quarter ever. Issued on Aug. 5, the company's report showed that revenue rose 20% to $495.2 million, beating analysts' forecasts. Send volume—the total amount customers transferred—grew even faster, at 27%, and active customers topped 10 million for the first time. Profits are the even bigger story. Reported net income was $205.9 million, though investors should interpret that figure carefully: The company said $140.6 million came from a one-time tax benefit. Even without that benefit, profit rose sharply from a year earlier. Adjusted earnings before interest, taxes, depreciation and amortization came in at $114.7 million, an increase of 79%. Cash generation was strong as well, with free cash flow nearly tripling to $130 million. Management also cut general and administrative costs, saying AI tools were helping employees get more done. The outlook moved higher, too. Remitly now expects 2026 revenue of $1.978 billion to $1.988 billion, representing year-over-year growth of 21% to 22%. Digital Remittances Drive the Long-Term OpportunityMuch of the long-term bull case rests on a steady shift from cash to digital transfers, where Remitly has an edge. A new 1% federal excise tax on cash-funded remittances took effect on Jan. 1, 2026, while digital transfers such as Remitly's are not subject to it. Management said those rule changes helped drive a record number of new customers last quarter, putting more pressure on cash-heavy rivals such as Western Union (NYSE: WU). Remitly is also pursuing larger customers and new products, including the Remitly Global Card, which combines spending, saving, a credit line and USDC stablecoin balances in one account. With a healthy cash cushion, share buybacks underway and 2025 marking its first full year of profitability, the company has room to keep growing. Wall Street Has Stayed Constructive Through the PullbackWall Street remains enthusiastic. Twelve of 13 analysts rate the stock a Buy, including two who rate it a Strong Buy. One analyst has it rated a Hold. With a 12-month consensus price target of $27.78, that target represents roughly 27% upside. The highest price target is $33 per share, while the lowest is $18. Remitly has been one of the stronger growth stocks of the past year, even after pulling back since the start of September. The stock lost nearly 9% after management's comments at the Goldman Sachs conference. Although shares are down more than 18% over the past month, they remain up about 55% year to date. Policy and Competition Pose RisksThe biggest risk for Remitly is that its fortunes depend on immigrant customers, whose incomes are closely tied to U.S. immigration and trade policy. Tighter enforcement or a weaker job market for immigrant workers could slow the flow of money home. Management has also pointed to swings in transaction losses and higher second-half marketing costs, and it expects margins to dip in the third quarter. That signals that profits will not rise in a straight line. Competition is also intense. Western Union is working to close its purchase of Intermex (NASDAQ: IMXI) and has won approval in New York, while California's review continues. Wise Group (NASDAQ: WSE), Xoom from PayPal (NASDAQ: PYPL) and a wave of stablecoin startups are all competing for the same customers. Remitly’s Next Chapter Depends on ExecutionWhile the risks are real, Remitly's opportunity is equally real. The company is growing revenue by about 20%, generating cash and aiming to become a global bank for immigrants. Investors should keep in mind that the stock can swing sharply on policy headlines. The next test comes with third-quarter results, expected in late October. For investors seeking strong growth at a reasonable price, the September pullback may offer a more attractive entry point. But the global stage can change quickly, and companies operating on it can feel the effects.
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